Appendix 1 Pub DetailsPub Page 30 Appendix 2 Previous Landlords Date Publicans and other details 1847 Joseph Messenger Henry Osborne 1851 Margaret Roper 1858 Henry Bishop 1883 1897 Sarah Bishop 1901 Sophie Rome 1906 John Kendal 1910 John Creighton 1914 John Kendal 1924 Albert Collister 1929 Tom Graham – Blacksmith 1934 / 1938 / 1954 1968 Gilbert & Elsie Harrison (daughter of Tom Graham) 1975 H Kirkbride 1976 Tom & Elsie Pigg 2004 Landlady Elsie Pigg died. Pub shut for 18 months 2005 Oct 22 1st Public Meeting, 56 attend incl Mandy Hodgson (Elsie’s niece who inherited the pub). 2005 Dec Hopes Estate Agents advertise pub for sale £350,000 2006 Apr Independent Valuation £175,000 2006 Jun Hopes disengaged. New Agents, Bar Agency, instructed to sell pub for £299,000 2006 Aug Offer made by Dawn Lindsay & Andrew Mattinson. Pub bought close to asking price 2006 Dec Pub reopens 2012 Pub closed and up for sale 2013 Dec Morven & Jay Anson buy pub. £95,000. Rename ‘The Lowther. Village Pub and Dining’ 2014 Jul Pub opens after refurbishment 2018 Jan Pub discreetly placed on market with Sidney Phillips May Stop serving food Dec 23 Pub Closes 2019 Mar 30 Application for Change of Use to a dwelling May 16 Parish Council Meeting to discuss the pub May 26 First Public Meeting and Public Consultation June 23 Lowther Arms Community Project formed. Jul 11 Allerdale BC suggest Jay & Morven Anson withdraw planning application Jul 18 LACP accepted onto Plunkett Foundation ‘More Than A Pub’ (MTAP) programme Jul 20 Parish Council apply for Asset of Community Value (ACV) Jul 30 ACV granted by Allerdale BC. Aug 26 Official launch of Lowther Arms Community Project. Do Market Rsch for Business Plan Sep Commence fundraising Sep 9 First pop-up pub in Village Hall Dec 17 Independent Valuation by Mike Hughes Dec 14 2 pop-up pub fundraisers in Village Hall 2020 Jan 18 Fundraise Ceilidh in Village Hall Jan Receive Valuation. Submit bursary claim. Start writing Business Plan. Become Plunkett members. £2,500 awarded bursary & specialist adviser Feb 8 Fundraise South African evening in Village Hall Covid-19 Feb Adopt Model Rules for FCA Registration. Plunkett suspends MTAP programme. Much of LACP project work on hold. Fundraisers cancelled. Mar 2 Become legally incorporated as LACP Ltd. FCA Reg 8341. Mar 7 Group visit to Ye Olde cross Inn, Ryton. Share community pub ideas. Mar 15 Make an offer of £230,000 for the pub Mar 23 Covid-19 Pandemic lockdown starts Mar, Apr Continue to write Business Plan, Share Offer & ‘Power to Change’ grant/funding application May 5 Resubmission of planning application for ‘Change of Use’, Deadline for objections is 12 June. Jun Object to planning application. £230,000 offer not accepted by vendors. Jul Awarded up to £50,000 Grant as part of the Plunkett Grant & Key Fund loan package Page 31 Appendix 3: Critical Success Factors Probability achieved Influence on Importance Critical Success Factor easily? Enterprise? (probability x influence) Funding 3 3 9 Customers 3 3 9 Tenants and Staff 3 3 9 Business Plan 3 3 9 Building and Land 3 3 9 Action plan targets 3 3 9 Shareholders 2 3 6 Feasibility Study 2 3 6 Local Authority approvals 2 3 6 Local community support 2 3 6 Management Ctte/Board of Directors 2 3 6 Expert Advice 2 2 3 Brewery and good beer 1 3 3 Media coverage 1 2 2 Local suppliers 1 1 1 Score 1: Easily achieved/less influence. Score 3: Harder to achieve/greater influence The probability and influence of each factor are scored according to their relative importance. The higher the ‘Importance’ final score, the more critical the factor to the success of the project. This analysis shows that funding, customers, and tenants and staff are among the top factors vital to the success of the project. Appendix 4 Stakeholder Analysis The inner circle shows crucial stakeholders (e.g. customers), the next circle includes tourists and local food producers, the outer circle Local Authority and business, whilst the remaining stakeholders are beyond the outer circle (e.g. shops, AONB). The grid (right) shows the relative importance of stakeholders in terms of influence and importance. The top right-hand section shows the most important and influential, including Regular Customers, Tenant, Staff, Management Committee and Shareholders. Page 32 Appendix 5 Aims, Objectives, Actions, Outputs, Outcomes and Timescales Aim 1: Form Steering Group and attain legal incorporation, raise funds for start-up costs. Project Stage 1 Responsible Yr Yr Yr Yr Yr Objective Action(s) Resources/Input Output Outcome Impact person 1 2 3 4 5 By September 2019 to determine Hold Public Pioneers Co-ordinator. Public views Help identify and plan Increased community opinions and gain Meetings and Survey document. obtained course(s) of action. community commitment from volunteers to consultations Meeting place. involvement form a Steering Group to manage Form Steering Pioneers Co-ordinator. Steering group Group steers the project the project Group Volunteers. formed Open bank account Treasurer Treasurer Official bank Minimise risk to group. Increase support for account opened Formal banking venture, build sound arrangements. project foundations Liaise with vendor Chair Liaison person Better Improve chances of project and demonstrate and/or agent communications success potential for success. Apply to join the Plunkett Apply to Plunkett. Chair & Guidance Completed Membership of MTAP Foundation’s ‘More Than A Pub’ Complete/submit Secretary Documents. application (MTAP) programme by Oct 2019 application form Volunteers Produce Plunkett Action Plan to Write Action Plan Chair & Guidance Completed Action Awarded bursary accompany bursary Secretary Documents. Plan Apply for MTAP £2,500 bursary for Complete bursary Chair & Guidance Completed funding Receive £2,500 bursary. project start-up costs applic form Secretary Documents. application Project is progressed Volunteers By Aug 2019 create a website Seek website Trustees Website designer. Website Project details visible to a designer Website brief much wider audience Formulate design By Aug 2019 create a public Seek FB expert Social Media FB brief Public Facebook Facebook Page person page By Sep 2019 create publicity Design publicity Graphic Designer Logo Great project branding. banners, logo, pledge forms and material Designer Design brief Banners Improve chances of project stationery Supplier Stationery success By Sep 2019 create working Form working Trustees Co-ordinators Completed project Material to support the groups for various Project Briefs groups Volunteers briefs Business Plan, media output (fundraise, accom, food, etc ) and other project tasks By Oct 2020, appoint a Patron Seek a Patron to Trustees Liaison officer Invitation letter Patron agrees to support our support project project The Steering Group to become a Appoint legal expert. Chair Legal expert. Constitution & Formal incorporation as legally constituted organisation (eg Undergo legal incorp £350 - £1,000 Rules. Cert of Incorp Community Benefit Society. Community Benefit Society) by process. Trustees & FCA oversight Recognised legal status. March 2020 Minimise risk to group. Demonstrates intent. By Mar 2020 open Treasurer’s Research options. Treasurer Application forms. Treasurer’s bank Minimise risk to group. bank a/c with online banking Open bank a/c Signatory ID account opened Formal banking arrangements. Page 33 Aim 2: Produce business plan, commission valuation and raise funds for initial project costs. Project Stage 2 Respons Yr Yr Yr Yr Yr Objective Action(s) Resources Output Outcome Impact person 1 2 3 4 5 By Jan 2020 obtain a formal Liaise with Plunkett, Trustees Chartered Surveyor Consultant’s report Improve chances of project Improve business ‘Market appraisal/valuation’ report Agent and vendor Project liaison officer success (to buy pub at near viability & economic to determine if the pub/project is a £1,100 market value) regeneration viable enterprise ongoing By Jan 2020, produce financial Liaise with Valuer, Secretary Expert advice (eg Draft financial Realistic idea of project costs Sound and focused costings for the project, based on experts and Steering publican, Plunkett) costings, cash-flow and improved chances of basis for the project Business Valuation report Group Reference docs project success By June 2020, produce draft Research and Chair & Steering Group. Draft business plan Clear outline of project. Business Plan to: (a) outline project assemble Secretary Guidance Notes. aims objectives, resources, information. Author(s) Sound and focused actions, & timescales, (b) support Write business plan. Reference docs basis for the project. funding applications, (c) support Expert advice share issue To liaise with agent and/or vendor Liaise with Agent Chair Project Liaison Officer Access gained to Improve chances of project Increased business to maintain ongoing open and/or vendor premises. success (to buy pub at near viability (economic communications, obtain access to Increased trust. market value) regeneration) premises & be advised of other Good offers. communications. ongoing By June 2020, determine the work Liaise with Agent, Refurb Interior Designer Interior Design Plan Beautiful, welcoming pub Increased business, required to refurbish the pub Vendor working Project Liaison Officer that people enjoy visiting and happy staff & interior group want to return customers By June 2020, determine work Seek landscaper Refurb Landscaper. Grounds schedule Beautiful grounds for all to Improved, safer, env required to tidy and maintain the and volunteers.